See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,926 | $89,355-47.5% | $141,162-66.8% | $72,985-35.7% |
| Participation rate | 56.4% | 75.1%-18.7pp | 82.5%-26.1pp | 69.5%-13.1pp |
| Annual return | 24.95% | 111.85%-86.9pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,898 | $3,114-39.1% | $4,735-59.9% | $2,440-22.2% |
| Participant deferral / active EE | $3,455 | $5,418-36.2% | $6,709-48.5% | $3,607-4.2% |
| Admin fee / account holder | $38 | $5,958-99.4% | $10,261-99.6% | $5,124-99.3% |